 |
 |
Customer Change Log
|
Index Customer Change Log-Search Criteria/Grid Customer Change Log-Details page |
The Customer Change log view allows you to track changes to key CRM fields from the Customer Master (SU13) table (SUCU file). The key fields are:
- Account Type
- Sales Status
- Sales Stage
- Projected Close Date
- Probability Percentage
The Customer Change Log applies to both Customers and Prospects. The system tracks the values of these CRM fields and when the fields are updated, the system logs the "old" value and displays both the "old" and "new" values in this view.
This view also displays the ID of the UMS User that made the last change along with the date and time of the change.
The following fields are available on the Customer Change Log view and are based on the order in which they appear in the grid on the search page:
Note: You cannot edit any of the fields on the Customer Change Log Search Criteria/Grid page or on the Details page.
- Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all Account records.
- Customer Code - displays the Customer Code for every customer change log record.
- Account Manager - displays the Account Manager assigned to the customer record in the Customer Master (SU13).
- Sales Rep-SU - displays the Sales Rep assigned to the customer record in Customer Master (SU13).
- Log Number - displays the Log Number that is generated each time a change is made to a key CRM field (Account Type, Sales Status, Sales Stage, Projected Close Date and Probability %).
- Log Date - displays the date and time of the most recent change.
- UMS User - displays the ID of the UMS User that made the change.
- The user must have 'Read Only' access to the meta database (set up through the User Master-License view) to access the User Master through the link available via the current UMS User.
- Old Account Type - displays the value in the Account Type field prior to the change.
- New Account Type - displays the current value in the Account Type field.
- Old Sales Status – displays the value in the Sales Status field prior to the change.
- New Sales Status - displays the current value in the Sales Status field.
- Old Projected Close Date - displays the date entered in the Projected Close Date field prior to the change.
- New Project Close Date - displays the current date entered in the Projected Close date.
- Old Probability Percentage - displays the value in Probability Percentage field prior to the change.
- New Probability Percentage - displays the current value in the Probability Percentage field.
For information on the functionality of each button on the Customer Change Log Search Criteria Results/Grid page, click here .
Customer Change Log - Details Page
When you click on the View Record Details icon
for a specific record on the Customer Change Log Search Results/Grid page, the Customer Change Log Detail page opens for that record.
The following list defines every field on the Details page:
Note: You cannot edit any of the fields on the Customer Change Log-Details page.
- In the Main Context section, the Company Number, Customer Code and Log Number display as reference information for the detail record you are viewing.
- In the General section displays:
- UMS User - displays the UMS User ID of the user that made the most recent change.
- Log Date - displays the date and time of the most recent change.
- UMS User - displays the UMS User ID of the user that made the most recent change.
- In the Account Type section:
- Old Account Type - displays the Account Type prior to the change.
- New Account Type - displays the current Account Type.
- Old Account Type - displays the Account Type prior to the change.
- In the Sales Status section:
- Old Sales Status - displays the Sales Status prior to the change.
- New Sales Status - displays the current Sales Status.
- Old Sales Status - displays the Sales Status prior to the change.
- In the Sales Stage section:
- Old Sales Stage - displays the Sales Stage prior to the change.
- New Sales Stage - displays the current Sales Stage.
- Old Sales Stage - displays the Sales Stage prior to the change.
- In the Probability Percentage section:
- Old Probability Percentage - displays the Probability Percentage prior to the change.
- New Probability Percentage - displays the current Probability Percentage.
- Old Probability Percentage - displays the Probability Percentage prior to the change.
- In the Projected Close Date section:
- Old Projected Closed Date - displays the Projected Close Date prior to the change.
- New Projected Closed Date - displays the current Projected Close Date.
- Old Projected Closed Date - displays the Projected Close Date prior to the change.
For information on the functionality of each button on the Customer Change Log Details page, click here.
